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Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and
A barrage of tariff letters sent to over 20 countries by President Trump yielded very little movement in the financial markets. Trump announced that there would not be additional extensions to negotiations
The holiday-shortened week produced another week of gains for US equity indices. The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%. Trump’s reconciliation bill
The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street. A de-escalation of the Iran-Israel-US conflict happened on the
Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a
US markets advanced in an erratic week of trading. The S&P 500 ended the week above the 6000 level and is up nearly 24% from the April 7th lows. Investors continue monitoring
The holiday-shortened week was busy. Trade uncertainties continued to be on investors’ minds, with several trade stories hitting the tape throughout the week. News on Tuesday that President Trump had extended the
It was a busy week on Wall Street. The Dow Jones Industrial Index and the S&P 500 went positive for the year, catalyzed by the announcement that China and the US would
US financial markets were little changed last week as investors continued to weigh the implications of the Trump administration’s trade policies. A trade agreement between the US and the UK set a
Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades. News that trade negotiations between the US and seventeen
Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations. Vice President Vance met with Indian Prime Minister Modi on his visit to India. The
Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets and foster uncertainty. Little progress was made on country-specific tariffs, while several
Wow, what a week on Wall Street. Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets. A 7% intraday swing in the S&P 500 on
